Herman
Kahn

Kestra Advisory Services, LLC

CRD#1866522
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Herman Kahn is a certified financial planner in Pittsburgh, Pennsylvania. Currently a registered advisor with Kestra Advisory Services, LLC, they have accumulated an impressive 24 years of professional experience in the financial advisory industry. Kahn holds a Series 63 license, qualifying them as a securities agent. Kahn is registered to operate based out of Pennsylvania and Texas. Throughout their career, they have worked at Wealth Mgmt Strategies, Inc, Nfp Securities, Inc and Kestra Financial Services, Inc. Kestra Advisory Services, LLC is located in Pittsburgh, Pennsylvania, and operates out of 513 locations throughout the United States. In aggregate, Kestra Advisory Services, LLC manages $20 billion in assets throughout 75,277 accounts and retains more than 1,231 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the country. The firm manages 53,194 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 12% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Kestra Advisory Services, LLC can provide financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

24 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

17 Brilliant Ave, Suite 302
Pittsburgh, PA 15215

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$21,745,932,849

PA Average: $3,042,739,679
Total Number of Employees

1,291

PA Average: 49
Total Number of Accounts

81,360

PA Average: 2,315
Average Account Size

$267,280

PA Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Herman Kahn Work History

Herman has 24 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

1994 - Present (25 years)

Wealth Mgmt Strategies, Inc

2004 - 2016 (12 years)

Nfp Securities, Inc

Disclosures

Herman Kahn has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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